Valuation Resources

Bibliographies by Subject

Valuing Insurance Agencies (updated 5/23/05)

JT Research LLC

"Valuing Insurance Companies." Balance Sheet, 2000, v. 8 #6, pp. 36-46.

Burand, Chris. "Agency Valuation: Which Definition is Best for You?" American Agent & Broker, July 2001, v. 73 #7, pp. 8-12.

Burand, Chris. "Assessing the Impact of Clusters on Agency Value." American Agent & Broker, Apr 2005, pg. 8+.

Burand, Chris. "Don't Opt for Simple Solutions to Complex Problems." American Agent & Broker, May 2002, v. 73 #7, pp. 8-12.

Davidson, Brad. "Knowing What a Business is Worth Eases Transition Planning." National Underwriter: Life & Health, February 11, 2002.

DiStefano, Paul J. "Agency Appraisals -- Components of Value." Rough Notes, December 2000, v. 143, #12, pp. 44-46.

DiStefano, Paul J. "To Sell or Merge? That is the Question." Rough Notes, October 2000, v. 143, #10, pp 108, 140+.

Grosen, A.; Jorgensen, P. L. "Fair valuation of life insurance liabilities: The impact of interest rate guarantees, surrender options, and bonus policies." Insurance, 2000, vol. 26, no. 1, pp. 37.

Grosen, Anders and P.L. Jorgensen. "Life Insurance Liabilities at Market Value: An Analysis of Insolvancy Risk, Bonus Policy, and Regulatory Intervention Rules in a Berrier Option Framework. Journal of Risk and Management, March 2002.

Hodges, Susan L. "Changing Seasons for Agency Values: the shift from a hard to soft market requires a new look at valuation." IA: Independent Agent, October 2004.

Klumpes, P.J.M.; and M.B. Shackleton. "Valuing the strategic option to sell life insurance business: Theory and evidence." Journal of Banking and Finance, 2000, vol. 24, no. 10, pp. 1681.

Linnert, Patrick T and Daniel E Skowronski. "Don't Sell Yourself Short." Rough Notes. April 2005, pg. 26+.

Newsome, J. Paul. "The Fair Value of Insurance Business." Journal of Risk and Management, March 2002. A book review.

Nigro, Steven. "MGAs suffering in M&A environment." National Underwriter; Erlanger; Oct 7, 2002.

Schweizer, M. "From actuarial to financial valuation principles." Insurance, 2001, vol. 28, no. ER1, pp. 31-47

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